A Strategy for Chokeholds
This report is about lessons to be learned from the Middle East blockades for the long term de-risking of portfolios and of supply chains. The former lessons are for portfolio managers and the latter for policy makers. The need is urgent because the analysis reveals that little has been done over the last decade to develop a systematic approach to the threats to the global economy and wealth that are represented by the weaponisation of chokepoints on land, sea, air and cyber space. In fact we have been consistently increasing our economic vulnerability to these threats. This report makes some suggestions for shifts in geopolitical strategy and the portfolio management process to cope with choke point risk that are more likely to grow than wane. Loading Document...
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